About Fortegis
Fortegis delivers tailored family office services for high-net-worth individuals and families. With deep expertise and meticulous coordination, we simplify complexity so families can focus on what matters most. From asset monitoring to trust administration, we act as a trusted partner for long-term stewardship.
Our Services
Core Focus Areas
- Asset Monitoring – Oversight of investments, real estate, and other holdings
- Liability Oversight – Debt and loan strategy, repayment optimization
- Risk Assessment – Evaluation of exposure across your financial picture
- Liquidity Planning – Ensuring access to cash while preserving growth
- Debt Structuring – Loan refinancing, strategic liability management
- Portfolio Optimization – Balancing risk, return, and flexibility
Financial & Wealth Management
- Net worth tracking
- Flow-of-funds planning
- Banking and credit management
- Retirement and tax-advantaged planning
- Bookkeeping and reconciliation
- Payroll and tax compliance
- Sales tax, merchant services, QuickBooks management
- Licensing and cash flow analysis
Private Trust Company Management
- Wyoming PTC administration
- Trustee and protector services
- Succession and estate planning
- Investment oversight and governance
- Trust compliance and document management
- Annual compliance coordination
Real Estate Services
- Purchase/sale/1031 exchange support
- Financing and refinancing
- Property oversight and tenant management
- Tax reassessment review
- Insurance and risk analysis
Investment Management
- DST investments and reporting
- Passive real estate strategies
- Brokerage account setup
- Cryptocurrency onboarding and cost averaging
Third-Party Liaison
- Coordination with CPAs, attorneys, banks, and financial advisors
- Oversight of tax documents, statements, and budgets
- Integration with external investment managers
Legal Disclaimer
Fortegis does not provide certified public accounting services. Financial reports prepared by Fortegis are not examined or certified by a CPA and may not be represented as such under applicable law.
Contact
Email: info@fortegis.com
Located in Sheridan, WY